Civic Intelligence

The Collins Foundation

990PF • Fiscal year 2023 • EIN 93-6021893

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 29, 2024

Organization Profile

View Organization Page

1618 SW First Avenue Suite 505Portland, OR 97201

(503) 227-7171

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

2nd percentile

-386%

Higher net margin than 2% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

38th percentile

$295,734

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

30th percentile

0.5%

Faster asset growth than 30% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-57%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$227,675,139

Up $1,109,257 (+0.5%) from 2022

Net Assets

Up

$227,675,139

Up $1,109,257 (+0.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin2nd percentile

Revenue

Down

$3,165,632

Down $4,232,225 (-57%) from 2022

Expenses

Down

$15,399,450

Down $2,907,725 (-16%) from 2022

Net Income

Down

-$12,233,818

Down $1,324,500 (-12%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300M$200M$100M$0Assets 2011: $167,966,213Liabilities 2011: $02011Assets 2012: $179,740,959Liabilities 2012: $159,6432012Assets 2013: $214,370,936Liabilities 2013: $423,6232013Assets 2014: $219,679,329Liabilities 2014: $327,8802014Assets 2015: $202,605,556Liabilities 2015: $135,181Net Assets 2015: $202,470,3752015Assets 2016: $220,323,193Liabilities 2016: $260,754Net Assets 2016: $220,062,4392016Assets 2017: $237,857,579Liabilities 2017: $416,658Net Assets 2017: $237,440,9212017Assets 2018: $223,890,635Liabilities 2018: $130,054Net Assets 2018: $223,760,5812018Assets 2019: $253,082,907Liabilities 2019: $0Net Assets 2019: $253,082,9072019Assets 2020: $249,591,840Liabilities 2020: $0Net Assets 2020: $249,591,8402020Assets 2021: $270,336,335Liabilities 2021: $0Net Assets 2021: $270,336,3352021Assets 2022: $226,565,882Liabilities 2022: $0Net Assets 2022: $226,565,8822022Assets 2023: $227,675,139Liabilities 2023: $0Net Assets 2023: $227,675,1392023Assets 2024: $234,878,745Liabilities 2024: $0Net Assets 2024: $234,878,7452024

Highlighted filing

2023

Assets$227,675,139
Liabilities$0
Net Assets$227,675,139
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$20M$0-$20MRevenue 2011: $504,767Expenses 2011: $9,675,622Net Income 2011: -$9,170,8552011Revenue 2012: $10,652,375Expenses 2012: $9,952,985Net Income 2012: $699,3902012Revenue 2013: $18,358,836Expenses 2013: $11,024,819Net Income 2013: $7,334,0172013Revenue 2014: $25,449,283Expenses 2014: $12,579,854Net Income 2014: $12,869,4292014Revenue 2015: $18,654,325Expenses 2015: $12,424,452Net Income 2015: $6,229,8732015Revenue 2016: $18,055,828Expenses 2016: $11,836,941Net Income 2016: $6,218,8872016Revenue 2017: $12,276,317Expenses 2017: $12,836,025Net Income 2017: -$559,7082017Revenue 2018: $37,073,158Expenses 2018: $14,059,343Net Income 2018: $23,013,8152018Revenue 2019: $11,058,148Expenses 2019: $14,536,850Net Income 2019: -$3,478,7022019Revenue 2020: $5,256,313Expenses 2020: $19,011,180Net Income 2020: -$13,754,8672020Revenue 2021: $25,182,784Expenses 2021: $19,058,841Net Income 2021: $6,123,9432021Revenue 2022: $7,397,857Expenses 2022: $18,307,175Net Income 2022: -$10,909,3182022Revenue 2023: $3,165,632Expenses 2023: $15,399,450Net Income 2023: -$12,233,8182023Revenue 2024: $24,113,404Expenses 2024: $15,362,922Net Income 2024: $8,750,4822024

Highlighted filing

2023

Revenue$3,165,632
Expenses$15,399,450
Net Income-$12,233,818
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 29, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROL CHENEYCEOFT$245,730$50,004$295,734
CHERYL MONTOYATreasurer & CFOFT$266,732$23,635$290,367
JACQUELINE F MEYERDirector Of ProgramsFT$166,350$53,638$219,988
KIMBERLEE PIERCE SHENGTrustee-$45,000-$45,000
JAIME ARREDONDOTrustee-$35,000-$35,000
LATRICIA TILLMANTrustee-$35,000-$35,000
TRUMAN W COLLINS JRPresident/TrusteePT$0--
CHERIDA COLLINS SMITHVP/Trustee-$0--
LEE DIANE COLLINS VESTTrustee-$0--
RYAN SMITH LURIATrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Collins Foundation
EIN
93-6021893
Phone
5032277171
Address
1618 SW FIRST AVENUE SUITE 505, PORTLAND, OR 97201

Signing Officer

Name
Emilie Cortes
Title
Chief Financial Officer
Phone
5032277171
Signed
2024-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Mcdonald Jacobs Pc
Address
121 SW SALMON ST STE 1100, PORTLAND, OR 97204
Preparer
Sang Ahn
Phone
5032270581
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9APPLE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10APPLE INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12AUTOZONE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16BERKSHIRE HATHAWAY INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17BLACKBAUD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18BLACKROCK INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20CABLE ONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21CANNAE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24CARRIER GLOBAL CORPORATION COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CASELLA WASTE SYSTEMS INC A
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29CIENA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32COLUMBIA SPORTSWEAR CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33CROWN CASTLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35DECKERS OUTDOOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DODGE COX INTERNATIONAL STOCK FD I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37DODGE COX STOCK FUND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38EATON CORP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39ENDAVA PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40EMERSON ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41ENTEGRIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42FED EX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43FIRST INDL RLTY TR INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44FISERV INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45GOLDMAN SACHS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HANOVER INS GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HASBRO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50IMAX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51JP MORGAN CHASE CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52JACK HENRY ASSOCIATES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54JOHNSON JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55KINDER MORGAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56KONINKLIJKE PHILIPS NVR NY A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57LAMB WESTON HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58LANCASTER COLONY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59LOWES CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60M B I A INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61MARTIN MARIETTA MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62MARTIN MARIETTA MATLS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63MCKESSON CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64MEDTRONIC PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65MERCK CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66METHANEX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MICROSOFT CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MOELIS CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MURPHY USA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71NESTLE SA SPONSORED A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NEWMARKET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NEWMARKET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NEWMONT CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75NORFOLK SOUTHN CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76O REILLY AUTOMOTIVE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77OLD DOMINION FGHT LINE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PERRIGO CO PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82POST HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83PROCTER GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84PROGRESSIVE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85QUALCOMM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86QUEST DIAGNOSTICS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87REALTY INCOME CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88REPUBLIC SVCS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89REYNOLDS CONSUMER PRODS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91SANOFI A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92SAP SE SPON ADR A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94SCHWAB CHARLES CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SHELL PLC SPON A D R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97SYSCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99TREX CO INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100TYSON FOODS
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105VERIZON COMMUNICATIONS INC COM
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108WALT DISNEY CO THE
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13 X 5 RIVERVEST FUND II, L.P.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23 X 5 SPECIAL OPPORTUNITY FD L.P.
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4AACP TAX EXEMPT INVST II LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ADP INVESTORS III LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6BECKER PRIVATE EQUITY FUND I LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7BPEA LIFE SCIENCES FD I LP #1045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8BPEA V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9ELEVATE CAPITAL FUND II, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GLOBAL ACCESS FUND I LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11MUDRICK DISTRESS OPP FD OFFSHORE LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12RIVERVEST VENTURE FUND V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13RUBICON GLOBAL INVESTORS LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14RWC FRONTIER MARKETS EQUITY FD LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VAPOTHERM INVESTORS, LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16VENTURE INVST ACCOS V LP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17WATER PRPTY INVST ACP HLD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18ZERO MASS WATER INV
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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$227,675,139
Liabilities
$0
Net assets
$227,675,139
Revenue
$3,165,632
Expenses
$15,399,450
Net income
-$12,233,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$235$0.00$235$24.1$15.4$8.75
2023Detailed filing. Detailed filing data is available for this year.$228$0.00$228$3.17$15.4$12.2
2022Detailed filing. Detailed filing data is available for this year.$227$0.00$227$7.40$18.3$10.9
2021Detailed filing. Detailed filing data is available for this year.$270$0.00$270$25.2$19.1$6.12
2020Detailed filing. Detailed filing data is available for this year.$250$0.00$250$5.26$19.0$13.8
2019Detailed filing. Detailed filing data is available for this year.$253$0.00$253$11.1$14.5$3.48
2018Detailed filing. Detailed filing data is available for this year.$224$0.13$224$37.1$14.1$23.0
2017Detailed filing. Detailed filing data is available for this year.$238$0.42$237$12.3$12.8$0.56
2016Detailed filing. Detailed filing data is available for this year.$220$0.26$220$18.1$11.8$6.22
2015Detailed filing. Detailed filing data is available for this year.$203$0.14$202$18.7$12.4$6.23
2014Summary only. Only limited summary data is available for this year.$220$0.33$25.4$12.6$12.9
2013Summary only. Only limited summary data is available for this year.$214$0.42$18.4$11.0$7.33
2012Summary only. Only limited summary data is available for this year.$180$0.16$10.7$9.95$0.70
2011Summary only. Only limited summary data is available for this year.$168$0.00$0.50$9.68$9.17